Start exploring your new ii account

Your move from Jarvis is complete – welcome to ii. Dive into your new account, discover the features on offer and continue to build towards your financial future. 

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Important information: As investment values can go down as well as up, you may not get back all of the money you invest. If you’re unsure if an investment account is right for you, please speak to an authorised financial adviser. Tax treatment depends on your individual circumstances and may be subject to change in the future.

Your investing journey starts here

You can now start making the most of your new ii account. But with so many features, tools and insights, where do you even start?

To help you settle in, we’ve filled this page with useful links and tips to get you started. And with 6 months free – with no monthly account fee - you can take your time to explore and see how you could achieve your financial goals.

Not sure where to start?

If you’re looking for some first steps, these top tips are a great place to start. Set up your account in a way that works best for your investing style.

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Set up a Direct Debit

For ultimate investment peace of mind, you can pay your monthly account fee by Direct Debit. It’s predictable, convenient and easy to set up.

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Expand your portfolio

Browse our wide investment range and see what it could do your portfolio. There are options for all investors, including our Super 60 or ACE 40 collections.

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Set up regular investing

Invest as little as £25 a month and pay no trading fee on anything you buy. Choose from our great range of UK funds, shares, investment trusts and ETFs.

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Access your investments on the go

Join over 190,000 customers who already use our top-rated mobile app. View all your accounts in one convenient place that you can use wherever, whenever.

You can also join our social trading platform – ii Community – for free. Connect with like-minded investors, share investment strategies and analyse your portfolio’s performance. 

Making the most of your ii account

Discover some of the exclusive benefits available with ii. Explore the platform, see how it suits your investing style and find out what our range of features can do for you.

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Exclusive market research tools

Explore our range of exclusive research and investment tools to help you cut through the noise and become a savvier investor.

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Dividend reinvestment

Automatically reinvest your dividends for just 99p and watch your investments continue to grow.

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Recommend ii to your friends

Refer your friends to ii and get a £200 reward for each one that joins and qualifies – while they also get a year of ii without a monthly account fee.

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Give your family a fee-free account

With Friends & Family, you could give your family members their own ii account, without them having to pay a monthly account fee.

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Streamlined shareholder rights

You’ll be automatically enrolled as a shareholder and can access free shareholder voting online.

Keep your finger on the pulse with our free daily newsletters

The markets move fast. You can move faster. Stay ahead of the curve with the latest and most relevant news with impartial content from our award-winning experts straight to your inbox.

More ways to invest with our flat-fee accounts

Whatever your investment goals, we have an account to suit. Explore our range of award-winning, flat-fee accounts and keep more of what you make.

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Personal Pension (SIPP)

Secure your dream retirement by saving tax-efficiently for your future. Add or transfer existing pensions to our four-time Which? Recommended SIPP.

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Stocks & Shares ISA

Make your money work harder by using your £20,000 allowance. Gain control over your financial future with tax-efficient investing all wrapped up in our award-winning ii ISA.

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Managed ISA

Save on tax and save on time. Achieve your investment goals and use your £20,000 allowance with our experts managing your ISA for you.

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Trading Account

Invest securely in the markets you want. Enjoy access to a wide range of UK, US and international shares in a flexible account.

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Junior ISA

Give your children the best possible start in life by saving up to £9,000 a year, tax-free.

Special offers

Your summer of investing starts now

Take a step closer towards your financial goals with our latest special offers:

  • Get £100 to £2,000 cashback when you add a Personal Pension (SIPP). Minimum £10,000 deposit or transfer. Terms apply.
  • Get £100 worth of free trades when you add an ISA. Terms apply.

Offers end 31 July 2025. 

Important information: It’s important to take your time before transferring your pension. Make sure to consider what the best option is for you. Don’t transfer just to qualify for the offer, and don't rush any decision to meet the offer deadline. We periodically run offers, and there will likely be other opportunities in the future.

Before transferring your pension, check if you’ll be charged any exit fees and make sure you don't lose any valuable benefits such as, guaranteed annuity rates, lower protected pension age or matching employer contributions.

Still need to set up your ii account?

To access your account and our range of online features, you’ll need to set up your password. There’s still time to do this and getting started is simple.

If you still haven’t provided us with your email address, please get in touch with our Customer Support team on 0345 034 2452. They’ll be happy to help. 

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An ISA customer on the phone with customer services

Helen knows we're here when she needs us

“I wanted the confidence to know there was someone on the end of the phone. If I am struggling, I can pick up that phone and my query is dealt with straight away.”

We’re proud to help Helen become a more confident investor. Hear why she and others are joining over 450,000 investors taking greater control of their financial future with ii.

You're in safe hands

Rest assured, the security of your cash and investments is our highest priority. As an FCA-authorised and regulated platform, we have a robust range of systems and controls in place to protect your assets.

Your cash and investments are also protected up to certain limits by the Financial Services Compensation Scheme (FSCS). More details on this can be found in our security hub.

And when it comes to managing your account, our website and app use the latest technology to keep you and your money safe.
 

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FAQs

interactive investor - or simply just ii - is the UK’s leading flat-fee investment platform. Over the last 30 years, we’ve welcomed over 450,000 customers, with £70 billion of assets under administration. 

Find out more about us and how we strive to help people achieve their financial goals. 

You have been moved to ii with no contact preferences, meaning you won’t receive any communications from us that aren’t directly related to the service you receive.

If you’d like to stay in the loop and be one of the first to know about any ii updates, benefits and offers, you can change your contact preferences here. Alternatively, follow these steps:

  1. Log into your ii account 
  2. Go to ‘Profile’ (with the person icon in the top-right corner) 
  3. Choose ‘Manage profile’, then ‘Details & preferences’ 
  4. In the ‘Your Preferences’ section, select ‘Update your preferences’ 
  5. Here, you can choose whether to receive updates from us by either email or phone in the ‘Contact permission’ section 

If you’ve set up your password, then there’s nothing else you need to do. Enjoy your ii account and start securing your financial future.

But if haven’t done so yet, you can set up your password now – it should only take about 10 minutes. Once done, you can start making the most of the online features and benefits on offer. 

And if you haven’t added an email to your account yet, you can still do so by getting in touch with our Customer Support team on 0345 034 2452. They’ll be happy to help.

As part of your move to ii, we’ve carried over five years’ worth of your statements and other account documents from your Jarvis account.

You can find these online. To access, log in, click the person icon and go to ‘Profile’, then ‘Manage Profile’ and select ‘Document history’. 

Rest assured, the security of your cash and investments is our highest priority. Your cash and investments are also protected up to certain limits by the Financial Services Compensation Scheme (FSCS).  
 
More details on this can be found in our security hub.

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Ready to jump into your account?

Take your time to explore everything on offer at ii. There’s something to suit all kinds of investors. Log in and start achieving your financial goals today.